Operations Analyst, Client Services

Esgaia; Manila; On-site; PHP 300,000 - 540,000; Full time

Job summary

Glass Lewis is seeking a meticulous Operations Analyst for our Manila-based hybrid role. You will oversee the flow of voting data, liaise with internal and external stakeholders, and ensure timely and accurate proxy voting activities.

This position requires strong attention to detail and quick learning ability to master governance concepts. The role is full-time with in-person attendance at our Makati office three days a week, offering exposure to client services, research alignment, and process

Qualifications

• Bachelor's Degree required
• English proficiency in written and oral form
• Strong computer skills and proficiency with standard software
• Attention to detail and meticulous approach
• Fast learner capable of understanding complex governance and proxy voting concepts

Responsibilities

• Carry out daily voting processes on behalf of clients
• Contribute to ongoing management and improvement of daily voting processes
• Review client service exception reports to identify trends and ensure corrective action
• Assist with execution of client standing instructions for vote processing
• Assist with client reporting and analysis requests
• Provide detailed reporting on monthly KPIs and reconciliation outcomes
• Execute voting through third-party platforms without direct data feeds
• Support ad hoc data collection and analysis projects
• Escalate issues promptly to inform stakeholders of impacts on deliverables
• Develop and implement process enhancements to improve efficiency and accuracy

Skills

English Proficiency

Computer proficiency

Detail oriented

Fast learner

Education

Bachelor's Degree

Job description

Glass Lewis is a trusted ally to more than 1,300 investors globally who use our corporate governance research, custom policy recommendations, engagement services and tools, and industry-leading proxy vote management solution to help drive value across their governance activities. We also work with over 3,000 corporate issuer clients, providing research reports, thought leadership, customized voting policies, equity plan models, and opportunities for direct engagement on material governance and disclosure practices.

Glass Lewis’ industry-leading research and analysis covers more than 30,000 meetings each year across approximately 100 global markets. Our clients include many of the world’s leading pension funds, mutual funds, and asset managers, collectively managing over $40 trillion in assets. We have teams located across the United States, Europe, and Asia-Pacific regions, giving us global reach with a local perspective on the most important governance issues. Founded in 2003, Glass Lewis is headquartered in San Francisco, California with additional offices in Kansas City, Missouri; London, U.K.; Paris, France; Amsterdam, Netherlands; Limerick, Ireland; Karlsruhe, Germany; Stockholm, Sweden; Manila, Philippines; Toronto, Canada; Sydney, Australia; Timișoara, Romania; and Tokyo, Japan. Our team includes more than 600 full-time employees globally, over half of which are dedicated to research. For more information, please visit www.glasslewis.com.

We are looking for a meticulous and detail-oriented Operations Analyst to join our dynamic Operations Team in Manila. Members of our Operations team oversee the flow of voting data through our systems. We liaise with various internal and external stakeholders to perform key reconciliation tasks and ensure that proxy voting activities are monitored and executed promptly. Our members will gain an in-depth knowledge of proxy voting mechanics and use this knowledge to help troubleshooting issues, identify areas for process improvement, and partner with Client Services and Research to provide our clients with a superior service experience

This role is a full-time employment and hybrid, based out of our Makati office, with regular in-person attendance three days a week.

• Bachelors Degree
• English Proficiency (Written and Oral)
• Computer proficiency
• Detail oriented
• Fast learner and able to understand complex subject matters relating to corporate governance and proxy voting/advisory services

Key Performance Indicators (KPIs)

• Accuracy
• Timeliness
• Efficiency/Average Handling Time

• Carry out daily voting processes on behalf of clients
• Contribute to the ongoing management and improvement of the daily voting processes
• Review daily Client Service exception reports to identify trends and ensure corrective action is taken
• Assist with the execution of client standing instructions for vote processing
• Assist with client reporting and analysis requests
• Provide detailed reporting on monthly key performance indicators, reconciliation outcomes and resolutions, and other activities as needed
• Execute voting through third-party platforms that do not have direct data feeds
• Provide support for ad hoc projects involving the collection and analysis of data
• Escalate issues on a timely basis so that appropriate action can be taken to ensure internal and external stakeholders are aware of any impact on client deliverables
• Conduct root cause analysis to identify underlying problems and develop effective solutions
• Update and maintain process documentation to reflect changes and improvements
• Collaborate with different internal business teams and external stakeholders to resolve client inquiries
• Develop and implement process enhancements to increase efficiency and accuracy